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Analytics & insights

Analytics · Conversion insights

See which conversations turn into bookings, orders, and sales.

The conversation-to-revenue funnel with filters by channel and date.

Overview

Conversion Insights shows you the funnel: how many chats started, how many qualified, how many booked or bought. Filter by channel, date, agent, or tag to see where conversion falls off. Pair with AI Summaries to spot why.

Features

Funnel chart

Chats → qualified → booked / ordered — with drop-off percentages at each step.

Filters

Narrow by channel, tag, date range, or team member.

Top-converting products / services

Which offerings actually turn chats into sales.

Channel comparison

Convert rate per channel — decide where to invest.

Common tasks

Review conversion insights

About 1 min
  1. Open the sidebar → Analytics → Conversion Insights.
  2. Pick a date range and a channel filter to see how many conversations turned into bookings or sales.

Tips

If qualified → booked drops hard, review your Booking flow or Guidelines.

Frequently asked questions

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